Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Capital One Financial Corporation 401K Plan Fidelity Tactical Asset Allocation Moderate | NA | 32.67% | 13.74% | 10.60% | 6.95% | 6.78% | 8.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Capital One Financial Corporation 401K Plan Fidelity Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 32.67 | 13.74 | 10.60 | 6.95 | 6.78 | 8.87 | … | … | 0.74 | 21.32 | 26.01 | -3.64 | 4.22 | 6.25 | 6.63 | -2.70 | 12.85 | 5.07 | -3.05 | 3.07 | 12.22 | 9.74 | -1.65 | 6.03 | 27.75 | -3.42 | 16.97 | 19.23 | 14.35 | 13.83 | 25.87 | 2.98 | 6.98 |
| Sharpe Ratio | NA | 2.50 | 1.15 | 0.91 | 0.72 | NA | NA | … | … | 0.14 | 2.35 | 3.34 | -0.40 | 0.50 | 0.71 | 0.95 | -0.54 | 2.34 | 0.90 | -0.61 | 0.48 | 1.68 | 1.90 | -0.22 | 0.52 | 2.61 | -0.87 | 1.22 | 1.78 | 1.89 | 1.52 | 5.02 | 0.38 | 1.14 |
| Standard Deviation(%) | NA | 6.24 | 8.87 | 8.72 | 7.39 | NA | NA | … | … | 5.07 | 6.27 | 6.51 | 12.40 | 8.43 | 8.52 | 5.51 | 7.41 | 5.22 | 5.39 | 5.02 | 6.40 | 7.25 | 5.11 | 7.81 | 11.42 | 10.58 | 5.00 | 11.41 | 8.94 | 6.46 | 8.49 | 5.01 | 4.97 | 4.09 |
| Draw Down(%) | NA | 3.83 | 12.07 | 12.27 | 12.27 | NA | NA | … | … | 0.25 | 3.83 | 2.97 | 12.07 | 3.96 | 10.96 | 3.88 | 9.09 | 1.87 | 4.01 | 7.49 | 5.98 | 4.76 | 4.52 | 7.86 | 9.02 | 5.25 | 5.63 | 9.38 | 12.17 | 5.48 | 9.92 | 1.87 | 7.01 | 2.77 |
| Yield(%) | NA | 17.09 | 11.13 | 8.23 | 5.38 | NA | NA | … | … | NA | 5.55 | 16.05 | 7.79 | 3.32 | 4.11 | 4.23 | 2.40 | 0.27 | 3.08 | 1.51 | 4.82 | 5.40 | 4.13 | 2.09 | 4.14 | 5.15 | 2.37 | 8.55 | 6.88 | 5.93 | 2.95 | 3.30 | 4.97 | 6.93 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Capital One Financial Corporation 401K Plan Fidelity Tactical Asset Allocation Moderate |
-0.41%
Oct 2017 – Oct 2020 |
0.57%
Sep 2017 – Sep 2022 |
3.20%
Sep 2012 – Sep 2022 |
4.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Capital One Financial Corporation 401K Plan Fidelity Tactical Asset Allocation Moderate |
21.12%
Apr 2003 – Apr 2006 |
18.76%
Oct 2002 – Oct 2007 |
13.02%
Apr 2001 – Apr 2011 |
10.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart